| IISHARES TRLQD |
| 6.17% | 6.51% | $129.7M | 1.2M | $108.3M | 994,088 | +195,038+19.62% | Add |
 MICRON TECHNOLOGY INCMU |
| 4.24% | 2.48% | $89.2M | 77,256 | $41.2M | 122,081 | -44,825-36.72% | Reduce |
| VVANGUARD SCOTTSDALE FDSVCIT |
| 3.54% | 3.96% | $74.4M | 900,339 | $65.9M | 796,336 | +104,003+13.06% | Add |
| VVANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS)VCLT |
| 3.41% | 3.75% | $71.6M | 951,292 | $62.3M | 834,243 | +117,049+14.03% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 2.66% | 1.15% | $55.9M | 96,203 | $19.1M | 93,934 | +2,269+2.42% | Add |
| IISHARES TRAGG |
| 2.5% | 2.79% | $52.5M | 1.0M | $46.5M | 928,734 | +109,576+11.80% | Add |
 LAM RESEARCH CORPLRCX |
| 2.39% | 1.49% | $50.3M | 116,110 | $24.8M | 116,250 | -140-0.12% | Reduce |
 HEWLETT PACKARD ENTERPRISE CHPE |
| 2.3% | 1.52% | $48.4M | 1.1M | $25.2M | 1.1M | +13,214+1.25% | Add |
 ALPHABET INCGOOGL |
| 2.17% | 2.14% | $45.7M | 127,849 | $35.7M | 124,086 | +3,763+3.03% | Add |
| IISHARES TRIDV |
| 1.9% | 2.38% | $40.0M | 965,473 | $39.7M | 932,530 | +32,943+3.53% | Add |
 APPLE INCAAPL |
| 1.86% | 1.94% | $39.0M | 134,781 | $32.4M | 127,539 | +7,242+5.68% | Add |
| IISHARES TRPFF |
| 1.72% | 1.92% | $36.2M | 1.2M | $32.0M | 1.1M | +130,678+12.39% | Add |
 WALMART INCWMT |
| 1.7% | 2.26% | $35.8M | 316,035 | $37.7M | 303,128 | +12,907+4.26% | Add |
 AMAZON COM INCAMZN |
| 1.69% | 1.75% | $35.5M | 148,907 | $29.1M | 139,722 | +9,185+6.57% | Add |
| FFIRST TR EXCHNG TRADED FD VIFIXD |
| 1.63% | 1.8% | $34.2M | 783,681 | $29.9M | 685,735 | +97,946+14.28% | Add |
 NVIDIA CORPORATIONNVDA |
| 1.59% | 1.63% | $33.4M | 166,805 | $27.1M | 155,617 | +11,188+7.19% | Add |
 JPMORGAN CHASE & COJPM |
| 1.49% | 1.61% | $31.4M | 95,954 | $26.7M | 90,876 | +5,078+5.59% | Add |
 GE VERNOVA INCGEV |
| 1.49% | 1.32% | $31.3M | 26,682 | $22.0M | 25,169 | +1,513+6.01% | Add |
 TRANE TECHNOLOGIES PLCTT |
| 1.45% | 1.48% | $30.5M | 62,167 | $24.5M | 58,905 | +3,262+5.54% | Add |
 SYNOPSYS INCSNPS |
| 1.41% | 1.51% | $29.6M | 66,287 | $25.1M | 63,245 | +3,042+4.81% | Add |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 1.39% | 1.22% | $29.1M | 77,576 | $20.3M | 72,971 | +4,605+6.31% | Add |
 APPLIED MATLS INCAMAT |
| 1.34% | 0.69% | $28.2M | 39,014 | $11.5M | 33,764 | +5,250+15.55% | Add |
 MICROSOFT CORPMSFT |
| 1.33% | 1.45% | $28.0M | 75,068 | $24.2M | 65,261 | +9,807+15.03% | Add |
| IISHARES TRUSMV |
| 1.33% | 1.55% | $27.9M | 289,589 | $25.8M | 278,149 | +11,440+4.11% | Add |
 MONOLITHIC PWR SYS INCMPWR |
| 1.32% | 1.26% | $27.8M | 20,094 | $21.0M | 19,252 | +842+4.37% | Add |
 AMPHENOL CORPAPH |
| 1.3% | 1.1% | $27.4M | 155,244 | $18.3M | 144,538 | +10,706+7.41% | Add |
 ALLSTATE CORPALL |
| 1.27% | 1.31% | $26.7M | 112,215 | $21.8M | 105,023 | +7,192+6.85% | Add |
 AMERICAN EXPRESS COAXP |
| 1.24% | 1.3% | $26.1M | 77,226 | $21.7M | 71,623 | +5,603+7.82% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 1.2% | 0.7% | $25.2M | 33,043 | $11.7M | 29,872 | +3,171+10.62% | Add |
| IISHARES TRIGIB |
| 1.18% | 1.43% | $24.9M | 468,142 | $23.8M | 446,969 | +21,173+4.74% | Add |
| FFIRST TR EXCHNG TRADED FD VIDEED |
| 1.17% | 1.41% | $24.6M | 1.1M | $23.4M | 1.1M | +51,415+4.68% | Add |
 NXP SEMICONDUCTORS N VNXPI |
| 1.16% | 0.96% | $24.4M | 86,688 | $16.0M | 81,294 | +5,394+6.64% | Add |
| FFIRST TR EXCHANGE-TRADED FDLGOV |
| 1.16% | 1.41% | $24.3M | 1.1M | $23.4M | 1.1M | +50,087+4.61% | Add |
 EDWARDS LIFESCIENCES CORPEW |
| 1.15% | 1.19% | $24.1M | 266,372 | $19.8M | 247,612 | +18,760+7.58% | Add |
 TJX COS INC NEWTJX |
| 1.14% | 1.43% | $24.0M | 158,703 | $23.9M | 149,459 | +9,244+6.18% | Add |
| IISHARES TRIUSV |
| 1.12% | 1.4% | $23.4M | 212,872 | $23.3M | 228,072 | -15,200-6.66% | Reduce |
 SALESFORCE INCCRM |
| 1.09% | 1.53% | $22.8M | 145,671 | $25.5M | 136,689 | +8,982+6.57% | Add |
 NATERA INCNTRA |
| 1.07% | 0.95% | $22.4M | 82,558 | $15.8M | 78,804 | +3,754+4.76% | Add |
 HOME DEPOT INCHD |
| 1.06% | 0.99% | $22.3M | 63,178 | $16.5M | 50,181 | +12,997+25.90% | Add |
 INGERSOLL RAND INC COMIR |
| 1.02% | 1.21% | $21.5M | 262,112 | $20.1M | 251,001 | +11,111+4.43% | Add |
 ANALOG DEVICES INC COMADI |
| 1.02% | 0.95% | $21.4M | 53,985 | $15.7M | 49,504 | +4,481+9.05% | Add |
 VISA INCV |
| 1.02% | 1.03% | $21.3M | 62,201 | $17.2M | 56,822 | +5,379+9.47% | Add |
 DIAMONDBACK ENERGY INCFANG |
| 1% | 1.33% | $21.0M | 119,259 | $22.1M | 111,626 | +7,633+6.84% | Add |
 CHIPOTLE MEXICAN GRILL INCCMG |
| 0.99% | 0.95% | $20.9M | 614,882 | $15.8M | 492,977 | +121,905+24.73% | Add |
 FORTINET INCFTNT |
| 0.99% | 0.58% | $20.7M | 134,965 | $9.6M | 117,338 | +17,627+15.02% | Add |
 IQVIA HLDGS INCIQV |
| 0.98% | 1.01% | $20.6M | 106,387 | $16.8M | 98,388 | +7,999+8.13% | Add |
 META PLATFORMS INCMETA |
| 0.95% | 1.1% | $19.9M | 35,379 | $18.4M | 32,108 | +3,271+10.19% | Add |
 ELI LILLY & COLLY |
| 0.94% | 0.42% | $19.9M | 16,551 | $7.0M | 7,607 | +8,944+117.58% | Add |
 DEXCOM INCDXCM |
| 0.91% | 0.83% | $19.2M | 285,219 | $13.9M | 221,048 | +64,171+29.03% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.91% | 0.88% | $19.1M | 20,419 | $14.6M | 14,620 | +5,799+39.66% | Add |
